Top 50 fixed-income funds ranked by quarterly returns

NOVEMBER 16, 2020

THE TRUSTED RESOURCE FOR FINANCIAL ADVISERS



Q3 2020 MUTUAL FUNDS

Top 50 fixed-income funds ranked by quarterly returns

Three-Month

Name

Return %

One-Year Return %

Three-Year Annualized Return %

Five-Year Annualized Return %

1 HCM Income Plus Fund (HCMEX) 2 AlphaCentric Income Opportunities Fund (IOFIX) 3 Preferred Plus (IPPPX) 4 Catalyst/SMH High Income Fund (HIIFX) 5 Ivy High Income Fund (WRHIX) 6 Fidelity Advisor High Income Advantage Fund (FAHYX) 7 Victory High Yield Fund (GUHYX) 8 Miller Intermediate Bond Fund (MIFIX) 9 Mesirow Financial High Yield Fund (MFHIX) 10 Fidelity Capital & Income Fund (FAGIX) 11 Fidelity Real Estate High Income Fund 12 Lord Abbett Inflation Focused Fund (LIFIX) 13 American Beacon SiM High Yield Opportunities (SHOYX) 14 Guggenheim Macro Opportunities Fund (GIOIX) 15 Pimco Lg-Tr Real Return Fund (PRAIX) 16 Loomis Sayles Inst High Income Fund (LSHIX) 17 Ashmore Emerging Mkts Short Duration Fund (ESFIX) 18 Holbrook Income Fund (HOBIX) 19 Manning & Napier High Yield Bond Series (MNHYX) 20 Diamond Hill High Yield Fund (DHHIX) 21 PIA High Yield Fund (PHYSX) 22 SEI Inst Inv High Yield Bond Fund (SGYAX) 23 PIA High Yield MACS Fund (PIAMX) 24 Victory Floating Rate Fund (RSFYX) 25 First Eagle High Income (FEHIX) 26 Artisan High Income Fund (APDFX) 27 Franklin Templeton SMACS (FQTIX) 28 Pimco Intl Bond Fund (Unhedged) (PFUIX) 29 Lord Abbett High Yield Fund (LHYAX) 30 Matisse Discounted Bond CEF Strategy (MDFIX) 31 Cohen & Steers Preferred Securities and In SMA Shares (PISHX) 32 American Century NT High Income Fund (AHGNX) 33 SEI Inst Mgd High Yield Bond Fund (SHYAX) 34 Buffalo High Yield Fund (BUFHX) 35 American Funds American High-Income Trust (AHITX) 36 DDJ Opportunistic High Yield Fund (DDJIX) 37 PGIM Floating Rate Income Fund (FRFZX) 38 Westwood High Income Fund (WHGHX) 39 American Century High Income Fund (NPHIX) 40 Nuveen Preferred Securities and Income Fund (NPSRX) 41 Destra Flaherty & Crumrine Preferred & Income Fund (DPIIX) 42 BNY Mellon International Bond Fund (DIBRX) 43 Pacific Funds High Income (PLHIX) 44 VanEck Emerging Markets Bond Fund (EMBUX) 45 Great-West High Yield Bond Fund (MXHYX) 46 Northern Multi-Manager High Yield Opportunity Fund (NMHYX) 47 Morgan Stanley Inst High Yield Portfolio (MSYIX) 48 T. Rowe Price Dynamic Credit Fund (RPIDX) 49 BMO Strategic Income Fund (MRGIX) 50 Penn Capital Multi-Credit High Income Fund (PHYNX)

10.6% 10.4% 9.9% 7.3% 7.0% 6.8% 6.7% 6.5% 6.5% 6.5% 6.4% 6.3% 6.2% 6.1% 6.0% 6.0% 6.0% 6.0% 5.9% 5.9% 5.9% 5.9% 5.9% 5.9% 5.8% 5.7% 5.7% 5.7% 5.7% 5.6% 5.6% 5.6% 5.6% 5.6% 5.5% 5.5% 5.5% 5.5% 5.5% 5.5% 5.4% 5.4% 5.4% 5.4% 5.4% 5.4% 5.4% 5.3% 5.2% 5.2%

34.8% -13.1% 4.0% 5.1% -0.7% 3.3% 3.3% 9.0% 0.6% 4.6% -9.5% 3.4% 1.1% 5.8% 23.0% -1.0% -11.5% 2.8% 3.1% 9.8% 2.8% 0.7% 3.7% 2.7% 3.4% 5.3% -5.3% 6.8% 0.3%

N/A 5.4% 2.7% -0.5% 4.5% 2.7% 0.0% 1.5% 7.8% 3.2% 2.6% 2.2% 2.5% 1.7% 7.9% 7.2% 1.2% 0.1% 0.6% 7.3% -1.7%

12.0% 0.2% N/A 3.6% 1.5% 3.9% 5.6% 4.8% N/A 4.7% 0.8% 1.7% 3.7% 3.2% 12.4% 1.3% -3.5% 3.7% 4.2% 8.1% 3.2% 3.3% N/A 3.8% 3.7% 5.0% N/A 2.7% 2.4% N/A N/A 3.8% 2.5% 3.9% 3.2% 1.4% 2.9% 5.3% 3.9% 3.6% 4.0% 0.6% 3.5% 3.0% 4.8% 2.4% 3.3% N/A 5.1% 2.1%

N/A 4.9% N/A 9.2% 4.1% 6.6% 7.4% 5.4% N/A 6.8% 1.9% 2.4% 5.9% 4.4% 9.6% 5.0% 4.4% N/A 6.3% N/A 5.7% 6.1% N/A 4.8% 5.3% 7.3% N/A 4.3% 5.6% N/A N/A N/A 5.5% 4.8% 5.7% 5.0% 3.8% 5.4% 6.4% 5.7% 6.1% 2.6% 5.9% 5.7% 6.6% 5.5% 5.5% N/A 4.5% N/A

Source: Data from Refinitiv Lipper; primary share only; ex-ETFs, ex-money market, ex-leveraged, and ex-dedicated short bias. Data through Sept. 30, 2020

Portfolio Total Net Assets ($M)

$267.0 $3,315.4

$10.6 $17.3 $3,967.8 $1,494.0 $213.9 $77.5 $47.6 $11,277.0 $715.1 $627.9 $1,166.4 $4,851.0 $737.8 $516.8 $527.5 $146.3 $141.2 $543.3 $52.3 $2,522.5 $113.6 $545.7 $226.4 N/A $3.5 $1,265.0 $7,929.3 $18.4 $262.1 $989.2 $1,424.6 $243.9 $16,736.8 $139.1 $326.5 $73.8 $829.3 $3,934.9 $281.5 $419.6 $139.7 $26.3 $261.1 $181.8 $183.7 $46.3 $70.8 $18.3

Expense Ratio %

1.70% 1.50% 1.62% 1.48% 1.66% 1.00% 1.00% 0.95% 0.77% 0.67% 0.80% 0.49% 0.91% 1.02% 1.07% 0.68% 0.67% 1.31% 0.91% 0.67% 0.87% 0.56% 0.25% 0.78% 0.95% 0.84% 0.00% 0.63% 0.91% 2.61% 0.01% 0.01% 0.98% 1.03% 0.73% 0.79% 0.72% 0.67% 0.59% 0.78% 1.22% 0.66% 0.71% 0.96% 1.10% 0.86% 0.65% 0.64% 0.80% 0.72%

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